down with, you know,d stocks this summer gave an opportunity to buy a company that actually as the economy does better, today do better. housing usually picks up when the economy does better, so we thought it was kind of thrown out its valuation based on the timber. you've got beetle kill up in canada which has increased their opportunities to sell overseas, and we think over time raises the price of lumber. liz: okay, so it's down today, that might be a buy. you also like howard hughes corporation. this is, of course, a company that's very big into, for example, landownership. >> yeah. liz: huge in vegas, by the way, for people that don't know. it's had a beautiful runup. why buy now? >> it's a name, we think, underfollowed on wall street. underknown. when you say howard hughes, a lot of people think about satellites and tv. it's a real estate play though. they own pier 17 here in new york, that's slated for redevelopment. they also have las vegas property they mentioned and also hawaii. so it trades about two times book. the house, the housing companies trade at three times book. we thin